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BDBNs at ‘real risk’ of being dragged into divorce proceedings
Miranda Brownlee
When advising on binding death benefit nominations, advisers need to consider the risk of death benefits potentially becoming subject to pro
When advising on binding death benefit nominations, advisers need to consider the risk of death benefits potentially becoming subject to pro
SMSFs have been warned that holding onto property assets to avoid claims on personal guarantees may be a compliance issue.
A recontribution strategy in reverse can be a useful option for clients with lower balances and limited cash in their fund.
The Full Federal Court has granted an appeal by by James Mawhinney to overturn a ban restraining him from advertising investments and raisin
The Tax Office has announced it will begin contacting professionals with arrangements that are likely to be high risk.
A law firm has warned SMSF professionals on the dangers of including references to beneficiaries in member statements and stressed the impor
A decision to exclude managed investment schemes from the CSLR means the scheme will fail to adequately protect consumers, the SMSF Associat
The Albanese government has opened up consultation on the Minister Rules for the Financial Accountability Regime.
ASIC has confirmed it has placed interim stop orders on the offer and distribution of two managed funds directly to retail investors in resp
With the safe harbour interest rate expected to see a significant jump for the 2023–24 income year, this may prompt some SMSFs to refinanc
With market volatility impacting the total super balance of many members, some clients may now be able to access concessions and contributio
The SuperStream standards create further complications for family SMSFs in the event of disputes, warns an SMSF law firm.
With further interest rate rises expected over coming months, some SMSFs may be left trapped in legacy products paying higher interest rates
With Labor grappling with a huge Federal Budget deficit and a housing market under pressure, SMSF borrowing may be seen as an easy target, a
For SMSFs setting up insurance cover inside super, getting the ownership of the policy right is critical, a technical expert has cautioned.
Advisers are increasingly finding the shift to the “human side of advice” overwhelming, according to a local senior adviser.
The SMSF Association has urged the government to fix an issue restricting individuals from accessing unused concessional contributions where
Getting the finer details of related party leases right is critical with the ATO applying a stricter approach in relation to the sole purpos
Documentation that specifies the timeframe, dates, and mechanisms of how super fund rollovers have occurred will be crucial to avoid a breac
While the Financial Planning Association of Australia is pleased the bill has been tabled it has outlined concerns with the scope of the CSL
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